Beck Mack & Oliver’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beck Mack & Oliver’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,250	Closed	-$240K	–	218
2021 Q2	$240K	Sell	3,250 -200	-6%	-$14K	0.01%	181
2021 Q1	$229K	Sell	3,450 -200	-5%	-$13.2K	0.01%	171
2020 Q4	$237K	Sell	3,650 -280	-7%	-$17.1K	0.01%	175
2020 Q3	$229K	Hold	3,930	–	–	0.01%	173
2020 Q2	$205K	Buy	+3,930	New	+$185K	0.01%	180
2015 Q2	–	Sell	-32,846	Closed	-$681K	–	371
2015 Q1	$681K	Hold	32,846	–	–	0.02%	207
2014 Q4	$679K	Sell	32,846 -484	-1%	-$9.81K	0.02%	208
2014 Q3	$665K	Hold	33,330	–	–	0.02%	213
2014 Q2	$639K	Buy	33,330 +19,810	+147%	+$367K	0.01%	222
2014 Q1	$246K	Hold	13,520	–	–	0.01%	309
2013 Q4	$242K	Sell	13,520 -1,000	-7%	-$16.9K	0.01%	320
2013 Q3	$233K	Buy	14,520 +260	+2%	+$4.15K	0.01%	316
2013 Q2	$218K	Buy	+14,260	New	+$221K	0.01%	321

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beck Mack & Oliver's XLK Position: Q3 2021 in Review

Beck Mack & Oliver sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 3,250 shares — an estimated $240K sold.

Beck Mack & Oliver first reported a position in XLK in Q2 2013 and held it in 13 quarters. The position peaked at $681K in Q1 2015. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Beck Mack & Oliver reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Beck Mack & Oliver sold 3,250 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $240K.
Beck Mack & Oliver first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 13 quarters.
Beck Mack & Oliver's State Street Technology Select Sector SPDR ETF position peaked at $681K in Q1 2015.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Beck Mack & Oliver's 13F filing for Q3 2021, filed 4 Nov 2021.